Strategic financial planning is a long-term approach to managing finances that involves setting goals, analyzing financial resources, and developing strategies to achieve those goals over time.
How we can help
We assess multiple options, strategies, and opportunities to create a customised plan that suits your unique needs.
Personal insurance products are perceived as complicated and expensive. At Orion Financial Planning we don’t like our clients to pay for things they won’t need.
Super is a long-term investment, but it shouldn’t be treated as simply as that. At Orion, we’ll start with a comprehensive study of your existing super fund. We then do all the required research, assess your investment goals, and devise strategies to accomplish them.
An investment portfolio contributes income and growth to your personal wealth.
Our financial planners work with estate planning lawyers to create an effective estate plan that maximises benefits, minimises tax liabilities, and reflects clients' wishes.